Search Filters - File Reviews (FR)

Modified on Mon, 15 Jul at 1:38 PM

OVERVIEW

All Reporting Service databases have filters available to display and/or export targeted search results. This article covers database filters available for the File Reviews (FR) service.

DIRECTORY

The following filters are available for File Review searches.

Filter Name	Searches For	Filter Type
Request Dates	Cases based on when they were created	Date Range
Next Task PIC	Cases where the selected staff is responsible for completing the next task of the workflow	List (Staff)
Next Task Overdue	Cases containing a Case Status that has not been actioned within a considerable amount of time	List
Next Task	Cases with an upcoming task to completed (based on the current Case Status)	List
Case Status	Cases based on how far the tasks have been completed and progressed	List
Action PIC	Cases where the selected staff is responsible for completing an active Action Note	List (Staff)
Action Due Dates	Cases where an active Action Note is required to be completed within a given date	Date Range
Prepayment from Booking Company	Cases that require payments to be made by the Booking Company prior to the release of the report/records	List
Prepayment to Service Provider	Cases that require payments to be paid to the Provider prior to the release of the report/records	List
Permission Staff	Cases where the selected staff has special accessibility permissions granted	List